Our clients' personal financial planning issues are quickly developing and keep us challenged in a new operating environment! Many new approaches are needed in working through, understanding, diagnosing and then adopting innovative and proven strategies. Additional ways of experiencing these client situations are entering the picture. With information overload, part of the CPA's challenge is to help clients stay focused on goals while managing expectations in a rapidly changing environment. We'll update CPAs on the newest personal financial planning changes related to insurance, investments, education, retirement, estate, cash flow management, divorce, closely held businesses and other relevant topics. Discuss critical issues, including planning for education, divorce, charitable, exceptional circumstances, business owners and highly compensated executives.
Learning Objectives
• Identify the latest financial planning trends in a very different era and learn how to apply them
• Learn how this decade will continue to work differently for clients than the previous one
• Determine how to incorporate the personal financial planning process as part of the client's emotional and financial life cycle
• Determine when to evaluate insurance concerns and provide practical recommendations
• Learn which education savings plans make the most sense for the client
• Recognize investment strategies and strategies to evaluate the marketplace
• Determine financial planning issues relevant to Form 1040
Major Topics
• Cash flow management
• Insurance, investment, income tax, education, retirement and estate planning
• Understanding client issues, diagnosing client exposures and determining client solutions
• Closely held business owner strategies
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